Registration & Spreadsheet Upload

Dec 2, 2018

Welcome to PartnerTap! The following steps will guide you through registring for a free PartnerTap account. Note: This guide is not meant for Salesforce users. This activation guide is for users that would like to use our spreadsheet upload service.

1. Click “Try for Free” from the app home page. Fill out the registration form. Make sure you fill out every field and use your business email address. (person email address domains do not work)

1. Choose “Spreadsheet Upload” as your CRM

1. Check your email inbox for an activation email from PartnerTap and click the activation link.

2. Set your password and select a security question and an answer that you will not forget.
3. After setting your password you will be redirected to the PartnerTap login page. Type your email address you used to register. Then click “Log In”
4. Setup multifactor authentication (MFA), we recommend using SMS Authentication.
5. Once you complete the multifactor authentication setup you’ll enter the code from your mobile device.
6. Login to Partnertap

Partner Ecosystem Platform

Secure partner platform helps channel and sales teams drive more revenue from each partnership

Account Mapping

For everyone that wants to see mutual account overlap with partners

Sharing Controls

Control what data you share on a partner-by-partner basis

Channel Insights

For channel teams to get segment-by-segment insights into partner accounts and opportunities


For sales reps and teams who want to get and share insights with partners on mutual accounts

Ecosystem Analytics

See all the growth opportunities within your partner ecosystem

CRM Integration

PartnerTap is pre-integrated with all the popular CRM applications

Industry Overview

Every B2B products and services company works with partners. PartnerTap helps you grow revenue with your partners.

Financial Services

Extend your reach as a trusted adviser and win more clients


Grow insurance sales with partners


Sell more software with partner insights


Expand your distribution with smarter partnering

Private Equity

Build an acquisition revenue machine


Accelerate co-selling with agents, brokers and sales reps

HR Tech

Co-sell with the leading HR technology sales teams

Professional Services

Extend your sales reach with partners


Win more corporate travel business with partners

Company Overview

We built PartnerTap to help companies drive more revenue with partners. Learn about our story and background.


Learn about our executives and company leaders helping customers drive more revenue


Learn more about our technology and consulting partners


Read our latest blog post or browse the archives for partnering best practices

Contact Info

Need to speak with someone at Partnertap or reach support?


Explore our different editions and options for your teams


Submit a ticket, browse our FAQs, or chat with a support rep